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Caerus Investment Advisors’s Microsoft MSFT Stock Holding History

Caerus Investment Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29M Buy
8,812
+3,153
+56% +$1.28M 1.09% 16
2026
Q1 		$2.09M Sell
5,659
-482
-8% -$202K 0.87% 19
2025
Q4 		$2.97M Buy
6,141
+15
+0.2% +$7.52K 0.96% 17
2025
Q3 		$3.17M Buy
6,126
+3,677
+150% +$1.88M 1.3% 14
2025
Q2 		$1.22M Hold
2,449
– – 1.16% 17
2025
Q1 		$919K Hold
2,449
– – 0.89% 16
2024
Q4 		$1.03M Hold
2,449
– – 0.97% 17
2024
Q3 		$1.05M Buy
2,449
+24
+1% +$10.3K 1% 15
2024
Q2 		$1.08M Sell
2,425
-139
-5% -$58.7K 1.06% 16
2024
Q1 		$1.08M Hold
2,564
– – 1.04% 16
2023
Q4 		$964K Sell
2,564
-1,705
-40% -$607K 0.92% 16
2023
Q3 		$1.35M Hold
4,269
– – 1.39% 13
2023
Q2 		$1.45M Hold
4,269
– – 1.65% 14
2023
Q1 		$1.23M Hold
4,269
– – 1.42% 17
2022
Q4 		$1.02M Buy
4,269
+200
+5% +$48K 1.55% 12
2022
Q3 		$948K Buy
4,069
+1,073
+36% +$283K 1.19% 17
2022
Q2 		$769K Buy
2,996
+578
+24% +$157K 0.93% 19
2022
Q1 		$640K Sell
2,418
-1,559
-39% -$469K 0.78% 20
2021
Q4 		$1.34M Buy
+3,977
New +$1.29M 1.45% 16

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caerus Investment Advisors's MSFT Position: Q2 2026 in Review

Caerus Investment Advisors increased its Microsoft (MSFT) stake by 56% in Q2 2026, buying an estimated $1.28M and bringing the position to 8,812 shares worth $3.29M. The position accounts for 1.09% of the portfolio, ranked #16.

Caerus Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Caerus Investment Advisors held 8,812 shares of Microsoft worth $3.29M as of Q2 2026.
  • Caerus Investment Advisors bought 3,153 Microsoft shares in Q2 2026, an estimated $1.28M.
  • Microsoft made up 1.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Caerus Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.